| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +17.1% | 1.6B -0.2% | 1.6B +0.0% | 1.6B +5.4% | 1.6B |
| Cost of Revenue | 1.4B +17.7% | 1.2B -2.2% | 1.2B +0.7% | 1.2B +3.7% | 1.2B |
| Gross Profit | 516.0M +15.4% | 447.0M +5.7% | 423.0M -2.1% | 432.0M +10.2% | 392.0M |
| Operating Expenses | 364.0M +8.0% | 337.0M -0.3% | 338.0M -2.9% | 348.0M +11.5% | 312.0M |
| R&D | 109.0M +12.4% | 97.0M +0.0% | 97.0M -4.9% | 102.0M +12.1% | 91.0M |
| SG&A | 255.0M +6.3% | 240.0M +1.3% | 237.0M -3.7% | 246.0M +11.8% | 220.0M |
| Operating Income | 152.0M +38.2% | 110.0M +29.4% | 85.0M +1.2% | 84.0M +5.0% | 80.0M |
| EBITDA | 142.0M +0.0% | 142.0M +8.4% | 131.0M +7.4% | 122.0M +64.9% | 74.0M |
| Net Income | 154.0M +22.2% | 126.0M +24.8% | 101.0M -3.8% | 105.0M +31.3% | 80.0M |
| EPS (Basic) | $0.27 +28.6% | $0.21 +23.5% | $0.17 -5.6% | $0.18 +28.6% | $0.14 |
| EPS (Diluted) | $0.26 +30.0% | $0.20 +17.6% | $0.17 +6.3% | $0.16 +23.1% | $0.13 |
| Shares (Diluted) | 590.0M -2.0% | 602.0M -1.5% | 611.0M +0.3% | 609.0M +0.7% | 605.0M |